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Heritage Wealth Advisors’s Huron Consulting HURN Stock Holding History

Heritage Wealth Advisors’s Portfolio HURN Stock Details HURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-23
Closed -$1.58K – 506
2019
Q4 		$1.58K Buy
+23
New +$1.5K ﹤0.01% 603

Other funds holding HURN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Advisors's HURN Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Huron Consulting (HURN) in Q1 2020, closing a stake of 23 shares — an estimated $1.58K sold.

Heritage Wealth Advisors first reported a position in HURN in Q4 2019 and held it in 1 quarter. The position peaked at $1.58K in Q4 2019. 144 funds tracked by Wall St. Rank hold HURN as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Huron Consulting position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 23 Huron Consulting shares in Q1 2020, an estimated $1.58K.
  • Heritage Wealth Advisors first reported a position in Huron Consulting in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Huron Consulting position peaked at $1.58K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held Huron Consulting as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.